Friends, Fun & Finances
Financial planning and fun are not mutually exclusive. Every year, clients are invited to take part in a full calendar of educational events, where they have the opportunity to learn about a variety of different topics to better their financial and personal choices and experiences. There are also activities offered just to have fun together. These events are put on throughout the year to show our appreciation and to celebrate the richness of life we are blessed to share. The client events are always well attended and received, and vary year to year.
2021 Events
FEBRUARY
Economic Forecast Workshop
March
Legacy Planning Workshop
MAY
Wellness Workshop
JULY
Social Security Workshop
September
Cooking Class
November
Charitable Giving Workshop
December
Annual Crew Wealth Management Holiday Party at Edna Valley Vineyard
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**All events are assumed to be virtual webinars until further notice
2020 Events
FEBRUARY
Economic Forecast at SLO Brew Rock
JULY
Identity Theft & Cyber Security Workshop (VIRTUAL)
AUGUST
Wellness Workshop (VIRTUAL)
OCTOBER
Conference Call: Election 2020 (VIRTUAL)
NOVEMBER
Charitable Giving Workshop (VIRTUAL)
DECEMBER
Savvy Women, Smart Investors Workshop (VIRTUAL)
2019 Events
FEBRUARY
Economic Forecast at SLO Brew Rock
APRIL
Wine Tasting Tour at Laetitia and Chamisal Vineyards
JULY
Social Security Workshop at Café Roma
AUGUST
Summer Night on the Ranch at Filipponi Ranch
OCTOBER
“Retire on Purpose” Workshop at Café Roma
NOVEMBER
Charitable Giving Workshop at Crew Wealth Management
DECEMBER
Annual Crew Wealth Management Holiday Party at Edna Valley Vineyard
